BEMIS COMPANY, INC. 
By Fourth Quarter and Full Year 2012
Safe Harbor and Regulation G Statement• This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such content can be identified by such words as "expects" and is subject to certain risks and uncertainties, including but not limited to future changes in cost or availability of raw materials, our ability to adjust selling prices, consumer buying patterns, changes in customer order patterns, the results of competitive bid processes, costs associated with the pursuit of business combinations, a failure in our information technology infrastructure or applications, foreign currency fluctuations, unexpected costs associated with plant closings and disposal activities, changes in
working capital requirements, changes in government regulations, and the availability and related cost of financing from banks and capital markets. Actual future results and trends may differ materially from historical results or those projected in any such forward-looking statements depending on a variety of factors which are detailed in the Company's regular SEC filings including the most recently filed Form
10-K for the year ended December 31, 2011.
• This presentation refers to non-GAAP financial measures: adjusted EPS and Organic growth (decline).
These non-GAAP financial measures adjust for factors that are unusual or unpredictable. These measures exclude the impact of certain amounts related to facility consolidation activities and acquisition related expenses. This adjusted information should not be construed as an alternative to results determined in accordance with accounting principles generally accepted in the United States of America (GAAP). It is provided solely to assist in an investor's understanding of the impact of these items on the comparability of the Company's on-going business operations.
1
Reconciliation of Non-GAAP Earnings Per Share2011 Q112 Q212 Q312 Q412 2112
Actual Actual Actual Actual Actual Actual
GAAP EPS
$ 1.73 $
0.42 $
0.40 $
0.45 $
0.38 $
1.66
Special charges:
Transaction related costs 0.02 - - - - - Acquisition related costs 0.03 0.02 0.02 0.01 - 0.04
Facility consolidation and other costs 0.24 0.05 0.12 0.14 0.14 0.45
Other charges / gains (0.03) - - - - -
Adjusted EPS
$ 1.99 $
0.49 $
0.54 $
0.60 $
0.52 $
2.15
2
Components of Change in Net Sales Net SalesFourth Quarter Total Year
($ in m illions ) 2012 2011 % Change 2012 2011 % Change
U.S. Packaging
$ 711.5
$ 732.7
(2.9%)
$ 3,040.1
$ 3,110.7
(2.3%)
Currency effect | 0.0% | 0.0% | |
Acquisition effect | 0.6% | 0.8% | |
Organic growth (decline) | (3.5%) | (3.1%) |
Global Packaging | 389.4 | 401.0 | (2.9%) | 1,543.5 | 1,637.2 | (5.7%) |
Currency effect | (6.6%) | (9.7%) | ||||
Acquisition effect | 0.9% | 2.4% | ||||
Organic growth (decline) | 2.8% | 1.6% |
Pressure Sensitive Materials 133.0 136.5 (2.6%) 555.6 574.8 (3.3%)
Currency effect | (0.9%) | (3.1%) | |
Acquisition effect | 0.0% | 0.0% | |
Organic growth (decline) | (1.7%) | (0.2%) |
Total Net Sales
$ 1,233.9
$ 1,270.2
(2.9%)
$ 5,139.2
$ 5,322.7
(3.4%)
Currency effect | (2.2%) | (3.3%) | |
Acquisition effect | 0.7% | 1.2% | |
Organic growth (decline) | (1.4%) | (1.3%) |
3
Q411
$ 38.4
$ 3.3
2011 38.4 3.3Q112 8.3 8.0
Q212 19.7 4.5
Q312 21.4 11.2
Q412 19.3 11.5
2013 Estimate 34.0 50.0
Total Facility Consolidation Impact $ 141.1 $ 88.54
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